| PRINCIPAL FINANCIAL GROUP INC |
| 0.44% | 0.38% | #19 | $904.7M | 12.9M | $719.1M | 12.5M | +361,007+2.88% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.04% | #48 | $184.9M | 2.6M | $156.7M | 2.7M | -97,605-3.57% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 2.07% | 2.13% | #7 | $172.3M | 2.5M | $145.4M | 2.5M | -78,914-3.11% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.03% | 0.03% | #54 | $166.6M | 2.4M | $126.8M | 2.2M | +164,281+7.43% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.02% | #52 | $134.1M | 1.9M | $80.3M | 1.4M | +510,476+36.43% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #75 | $129.5M | 1.8M | $82.1M | 1.4M | +406,152+28.19% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.01% | #62 | $97.1M | 1.4M | $77.4M | 1.4M | +33,430+2.47% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #59 | $84.3M | 1.2M | $61.7M | 1.1M | +126,231+11.73% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.05% | #40 | $33.1M | 483,654 | $25.1M | 433,869 | +49,785+11.47% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #80 | $24.8M | 354,175 | $23.3M | 406,744 | -52,569-12.92% | Reduce |
| CIBC Bancorp USA Inc. |
| 0.03% | — | #55 | $20.7M | 296,591 | $0 | 0 | +296,591 | New Buy |
| Bank of New York Mellon Corp |
| <0.01% | — | #81 | $19.3M | 275,591 | $0 | 0 | +275,591 | New Buy |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.03% | #57 | $18.2M | 259,009 | $19.4M | 338,542 | -79,533-23.49% | Reduce |
| Veracity Capital LLC |
| 4.6% | 4.88% | #1 | $17.0M | 243,029 | $13.7M | 238,497 | +4,532+1.90% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #73 | $16.5M | 235,305 | $14.5M | 252,845 | -17,540-6.94% | Reduce |
| Hudson Capital Management LLC |
| 3.28% | 2.91% | #3 | $13.6M | 193,743 | $11.3M | 196,714 | -2,971-1.51% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #69 | $12.8M | 182,101 | $10.3M | 179,376 | +2,725+1.52% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #61 | $12.5M | 178,518 | $11.1M | 194,189 | -15,671-8.07% | Reduce |
| PSI Advisors, LLC |
| 2.49% | 2.07% | #5 | $10.7M | 152,856 | $8.6M | 150,561 | +2,295+1.52% | Add |
| First Heartland Consultants, Inc. |
| 0.69% | — | #16 | $10.6M | 150,760 | $0 | 0 | +150,760 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #65 | $10.3M | 147,039 | $7.0M | 122,268 | +24,771+20.26% | Add |
| RFG - Bristol Wealth Advisors, LLC |
| 2.42% | 2.16% | #6 | $10.0M | 142,694 | $8.0M | 139,728 | +2,966+2.12% | Add |
| &PARTNERS |
| 0.04% | 0.04% | #49 | $9.5M | 134,933 | $8.2M | 143,327 | -8,394-5.86% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #64 | $9.1M | 130,331 | $7.4M | 129,907 | +424+0.33% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.1% | 0.11% | #34 | $6.8M | 97,136 | $5.9M | 102,054 | -4,918-4.82% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #89 | $6.8M | 97,789 | $5.5M | 99,474 | -1,685-1.69% | Reduce |
| Henderson Brothers Financial Partners, LLC |
| 2.87% | 2.47% | #4 | $6.1M | 86,361 | $9.8M | 170,472 | -84,111-49.34% | Reduce |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
| 1.43% | 0.89% | #11 | $5.3M | 75,022 | $2.8M | 48,333 | +26,689+55.22% | Add |
| Wealth Advisors of Tampa Bay, LLC |
| 1.58% | 1.41% | #9 | $5.2M | 73,598 | $4.3M | 74,284 | -686-0.92% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | 0.01% | #60 | $5.0M | 71,456 | $3.9M | 67,575 | +3,881+5.74% | Add |
| Advisory Services Network, LLC |
| 0.05% | 0.05% | #42 | $4.8M | 67,791 | $3.9M | 68,045 | -254-0.37% | Reduce |
| Greenwich Wealth Management LLC |
| 0.17% | 0.16% | #25 | $4.6M | 66,133 | $3.8M | 66,484 | -351-0.53% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #91 | $4.6M | 65,847 | $0 | 0 | +65,847 | New Buy |
| Arete Wealth Advisors, LLC |
| 0.14% | 0.28% | #28 | $4.4M | 62,934 | $3.7M | 65,093 | -2,159-3.32% | Reduce |
| Legacy CG, LLC |
| 1.07% | — | #14 | $4.2M | 59,520 | $0 | 0 | +59,520 | New Buy |
| 360 Financial, Inc. |
| 0.91% | 0.91% | #15 | $3.6M | 51,185 | $3.0M | 52,871 | -1,686-3.19% | Reduce |
| Global Retirement Partners, LLC |
| 0.05% | — | #41 | $3.5M | 50,281 | $0 | 0 | +50,281 | New Buy |
| DEFINED WEALTH MANAGEMENT, LLC |
| 1.73% | — | #8 | $3.4M | 48,043 | $0 | 0 | +48,043 | New Buy |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #72 | $3.3M | 47,623 | $2.0M | 35,184 | +12,439+35.35% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #63 | $3.2M | 46,041 | $2.1M | 36,705 | +9,336+25.44% | Add |
| Turning Point Benefit Group, Inc. |
| 1.32% | 0.46% | #12 | $3.1M | 44,046 | $729,432 | 12,516 | +31,530+251.92% | Add |
| Walleye Partners, LLC |
| 3.38% | 1.43% | #2 | $3.0M | 42,336 | $1.2M | 20,367 | +21,969+107.87% | Add |
| FLOW TRADERS U.S. LLC |
| 0.11% | — | #33 | $2.8M | 39,538 | $0 | 0 | +39,538 | New Buy |
| Northwest Wealth Advisors, LLC |
| 1.55% | 1.54% | #10 | $2.7M | 38,530 | $2.2M | 37,661 | +869+2.31% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.13% | 0.12% | #30 | $2.7M | 38,052 | $2.0M | 35,256 | +2,796+7.93% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #92 | $2.6M | 36,690 | $2.5M | 43,862 | -7,172-16.35% | Reduce |
| Integrity Financial Corp /WA |
| 1.21% | 0.94% | #13 | $2.5M | 36,031 | $1.9M | 32,845 | +3,186+9.70% | Add |
| WealthCare Investment Partners, LLC |
| 0.56% | 0.45% | #17 | $2.3M | 33,237 | $1.6M | 28,029 | +5,208+18.58% | Add |
| Capital Investment Advisory Services, LLC |
| 0.12% | 0.12% | #31 | $2.0M | 28,724 | $1.6M | 27,954 | +770+2.75% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #79 | $1.9M | 27,178 | $1.3M | 22,308 | +4,870+21.83% | Add |
